Maitland Accountancy Services


is a Chartered Accounting firm specialising in taxation, superannuation, business development advice and practical assistance to business and private customers.

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About us

Who are we?

Maitland Accountancy Services Pty Limited is a part of the Crest Accounting Group and is a Chartered Accountancy firm operating in East Maitland for over eighteen years. David Marshall and Sharon Feldmann have over 45 and 20 years experience espectively in public practice.

We provide personalised service and all professional staff members are qualified Chartered Accountants and are available to provide accounting, financial and taxation services.

We have a broad range of clients including sole traders, partnerships, companies, trusts, superannuation funds and individual income tax returns including rental properties.

Our services

Small Business Advisory & Structuring

Our Financial Accounting Advisory Services can assist you run and grow your business. We consult on both regular and as required basis, from monthly bookkeeping and regular reporting to business owners/managers to advice as required on a needs basis. We tailor our services to your needs. Maitland Accounting Services explains your situation in plain English and follows up to ensure you really understand any advice we provide.

  • Advice on setting up a business
  • Advice on purchasing a business, including due diligence reporting
  • Advice on business entity structures
  • Monthly or Quarterly Financial Advisory Services – we come to you, review your bookkeeping on your premises and report to you from your information
  • Monthly or quarterly bookkeeping – we use MYOB and Quickbooks
  • Assistance with purchase and/or set up of computerised Accounting Software
  • Regular or annual Financial Statement Preparation
  • A network of complimentary service providers. Our relationships with providers include Solicitors, Business Brokers, Financial Planners, Finance Brokers and Business Coach

Taxation

At Maitland Accounting Services we are up to date with all the regular changes in taxation legislation. With qualified accountants within the Crest Accounting Group, we have both the knowledge and experience to deal with all your taxation queries .Maitland Accounting Services can quickly provide advice and answers to those questions outside the scope of smaller operators. Personal service, that’s the Maitland Accounting Services Advantage.

Superannuation

We provide superannuation administration and audit services. We help you maximise the benefits from your superannuation fund. At the present time, we are not financial advisors so we have close relationships with several likeminded professionals to assist with advice we cannot give. Our services include:

  • General Superannuation advice
  • Set up of Self Managed Superannuation Funds
  • Administration services and preparation of Financial Statements
  • Audit services
  • Advice on Retirement and Estate Planning
  • Advice with running allocated pension funds
  • Liaison with likeminded financial planning professionals

Structuring

  • Lower costs, streamline processes and increase profits
  • Business set-ups
  • Advice on correct business structure
  • Advice on buying or selling a business
  • Monthly or quarterly management reporting
  • Assistance with computerised accounting software
  • Financial Statement preparation
  • Business consulting
  • Strategic alliances with finance brokers, business brokers, financial planners and insurance agents
  • Assistance with business finance

Compliance

Maitland Accounting Services knows that today most businesses realize the importance of having to comply with the ever-increasing complexity of tax regulations and international business. Despite the increasing cost burden placed on business, compliance issues will remain a significant part of the future business.

The team

Example01David opened the practice of Maitland Accountancy Services in East Maitland over 20 years ago. Prior to commencing the practice, David worked for several years with large international chartered accounting firms in Newcastle and Sydney.

David’s sporting interests are tennis, golf and park running.

Example03Pam has worked with her husband David as a secretary in the Maitland Accountancy Services practice for over 20 years. Prior to this she has worked as a secretary with large accounting firms in Sydney and Newcastle, including a position of Personal Assistant for the partner of a large international firm.

Example02Sharon Feldmann joined the firm in 2007. Sharon completed her commerce degree at Newcastle University in 1994 and worked as an associate of BP Woodward & Associates Chartered Accountants in Sydney before returning to Newcastle to take on the position of Associate with Maitland Accounting Services. Sharon was admitted as a Chartered Accountant in 2000. Sharon also holds a Diploma in Financial Planning through Deakin University.

Outside of work Sharon’s passions include competitive running, tennis and travel, although most of Sharon’s leisure time is spent supporting her son Tom who is a national swimmer and triathlete.

Associates

Crest Financial Services

 

Crest can provide our clients with a full range of financial services including investments, gearing strategies, shares, managed investments, retirement planning, estate planning, superannuation, life insurance and income protection.

Please contact Maitland Accountancy Services to arrange for an appointment.

Crest Mortgages

 

Crest Mortgages can provide a tailored service to help you look for the best options available in buying your first home, an investment property, refinancing your mortgages, helping with debt management, or consolidating your finances.

Please contact Maitland Accountancy Services to arrange for an appointment.